Clearview Wealth Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-670
| Closed | -$67K | – | 312 |
|
|
2023
Q2 | $67K | Hold |
670
| – | – | 0.07% | 178 |
|
|
2023
Q1 | $67.1K | Sell |
670
-87
| -11% | -$8.71K | 0.07% | 177 |
|
|
2022
Q4 | $75.5K | Sell |
757
-343
| -31% | -$34.2K | 0.06% | 138 |
|
|
2022
Q3 | $110K | Sell |
1,100
-180
| -14% | -$18K | 0.09% | 105 |
|
|
2022
Q2 | $128K | Sell |
1,280
-370
| -22% | -$37K | 0.1% | 104 |
|
|
2022
Q1 | $165K | Sell |
1,650
-3,360
| -67% | -$336K | 0.11% | 94 |
|
|
2021
Q4 | $501K | Sell |
5,010
-1,520
| -23% | -$152K | 0.31% | 68 |
|
|
2021
Q3 | $654K | Sell |
6,530
-510
| -7% | -$51.1K | 0.41% | 54 |
|
|
2021
Q2 | $705K | Sell |
7,040
-260
| -4% | -$26K | 0.44% | 51 |
|
|
2021
Q1 | $731K | Sell |
7,300
-810
| -10% | -$81.1K | 0.47% | 47 |
|
|
2020
Q4 | $812K | Buy |
+8,110
| New | +$812K | 0.55% | 41 |
|